On The Move

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Edward Jones Recruits JPMorgan Advisor Who Managed $250M

by FA Staff

Dan Dwyer was previously with JPMorgan and First Republic Bank.

Raymond James Lures $800M Advisor Quintet From Commonwealth

by

Lightship Wealth Strategies of Lower Falls, Mass., operates with a team of five advisors.

Miracle Mile Advisors Adds CIO To C-Suite

by FA Staff

Matt Dmytryszyn has been appointed to the role.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

Stratos's New Division Adds Two Firms

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The move enhances Stratos's presence in New Jersey and New York.

Tech Guru John Sweeney Is Appointed President Of AlphaTrAI

by FA Staff

Sweeney combines technology expertise and a financial industry background.

Choreo Expands Leadership Team

by FA Staff

The move sets the firm that specializes in servicing CPAs up for more growth.

Sanctuary Wealth Expands Leadership Team

by FA Staff

The firm added two executives with wirehouse experience.

Creative Planning Acquires ML&R Wealth Management

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ML&R, based in Central Texas, has $2 billion in AUM.

Homrich Berg Adds C-Suite Advisor From Bernstein Private

by FA Staff

Michael Woocher joins the firm as chief advisory officer.

Compound Planning Adds Six New Advisors

by FA Staff

Most of the latest additions came from Redwood Shores, Calif.-based Personal Capital.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Osaic Nabs Sturkie Wealth from LPL Financial

by FA Staff

The Lexington, S.C.-based firm brings $240 million in client assets to Osaic.

Prospera Financial Services Adds $650 Million Firm

by FA Staff

Painter, Smith & Amberg has joined the Prospera network of firms.

Ex-Brokers Launch $450M RIA In Danville, Calif.

by FA Staff

Greykasell Wealth Strategies will be led by David Eisenhauer and will custody most client assets with Fidelity.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

by ,

Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Salt Lake City Advisor Joins Crewe Advisors From Integrated Financial Group

by FA Staff

James Davenport's addition to Crewe Advisors is expected to help push the firm past the $2 billion AUM mark.

Miracle Mile Advisors Expands Nationally

by FA Staff

The Los Angeles-based firm is adding firms in Chicago and Baltimore.

Private Advisor Group Adds $120M AUM Ill.-Based Virtual Advisor

by FA News

Poterack Capital Advisors, based in Morton, Ill., is led by CEO Ryan Poterack.

NewEdge Advisors Recruits Connecticut's Nesso Wealth

by FA Staff

Nesso, with $262 million in client assets, was previously associated with the Carson Group.

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